AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

James I. Midanek

Some features on this profile are disabled
CRD#: 1243042
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Ira Midanek was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1987. James had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 12, 2008 - December 10, 2013

FURTHER LANE SECURITIES, L.P.

BD
CRD#: 38162
SAN FRANCISCO, CA
Past

June 2, 2004 - December 31, 2006

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
MILWAUKEE, WI
Past

March 10, 2004 - June 18, 2008

MIDANEK/PAK ADVISORS, LLC

RIA
CRD#: 122090
WALNUT CREEK, CA
Past

October 16, 2001 - June 12, 2002

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

BD
CRD#: 40644
JENKINTOWN, PA
Past

May 22, 1998 - October 1, 2001

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

July 3, 1996 - February 18, 1998

SOLON FINANCIAL SERVICES, L.P.

BD
CRD#: 36966
WALNUT CREEK, CA
Past

September 22, 1987 - August 24, 1989

JPMSI

BD
CRD#: 15733
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/1/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FL
FURTHER LANE SECURITIES, L.P.
ECAPITALIST FINANCIAL SERVICES, L.P. | FURTHER LANE SECURITIES, L.P. | FARSIGHT FINANCIAL SERVICES, L.P.

CRD#: 38162 / SEC#: , 8-48207

BD
Terminated by SEC on 05/18/2014
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/17/1995
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OSPREY SECURITIES CORPGENERAL PARTNER
CALAMUNCI, ROBERT JOSEPH SRCEO / CCO1618899
SPINDEL, HOWARDFINANCIAL AND OPERATIONS PRINCIPAL708042

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FURTHER LANE SECURITIES, L.P.

CRD#: 38162

TRUST BUT VERIFY

Monitor James Midanek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics